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  • Trust Administration Tabs – Set of 24
    • Trust Administration Tabs – Set of 24
    • (Priced and sold in cases of 6) $33.00
    • Quantity:
    • These quality index tabs are the key to keeping all of your clients' important personal estate plans in order. The tabs are 3-hole punched and printed on ivory colored index paper with mylar reinforced tabs and holes.

      1. ESTATE DOCUMENTS:
      2. Estate Planning Documents
      3. Funeral/Memorial Instructions
      4. Death Certificates/Marriage Licenses
      5. Administrative Trust & Assets
      6. Subtrusts & Assets
      7. Distributions & Claims
      8. Other
      9. ASSET DETAILS:
      10. Real Estate
      11. Stocks & Bonds
      12. LLCs, Partnerships, Closely-Held Corps.
      13. Receivables & Cash
      14. Life Insurance
      15. Jointly Owned Property
      16. Personal Property
      17. Powers of Appointment
      18. Annuities, IRAs, Other Retirement Accounts
      19. Account Rollovers Beneficiary Designation Details
      20. Funeral & Administration Expenses
      21. Debts, Liens & Other Payables
      22. Losses & Other Expenses
      23. Tax Returns
      24. Probate Documents
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